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Sharon Burton




E-mail: Sharon@sharonburton.com
Tweet: Sharonburton




                Photo by Rachel Houghton
   I’m Sharon Burton
      â–Ş Content Strategy consultant
   Been in the Tech Comm industry for nearly 20 years
     STC Associate Fellow
     Teach:
      â–Ş Technical Communication to Engineering students at the University
        of California, Riverside
      â–Ş Tech Comm certificate program at UCR Extension
      â–Ş STC Certificate Courses
      â–Ş University of Redlands
     I knit, crochet, design patterns, write, garden, have a large
      dog, and am all around just fun
Quick definition
 Topic-based authoring is a modular content creation approach (popular in the
  technical publications and documentation arenas) that supports XML content
  reuse, content management, and makes the dynamic assembly of personalized
  information possible.
 A topic is a discrete piece of content that is about a specific subject, has an
  identifiable purpose, and can stand alone (does not need to be presented in
  context for the end-user to make sense of the content).
   Topics are also reusable. They can, when constructed properly (without
     reliance on other content for its meaning), be reused in any context anywhere
     needed.
 The Darwin Information Typing Architecture (DITA) is a standard designed to help
  authors create topic-based content. The standard is managed by the
  Organization for the Advancement of Structured Information Standards (OASIS)
  DITA Technical Committee.
                                                                        From Wikipedia
   Focuses effort on the information your user needs to
    use the product
     Develop a body of information that’s helpful to the user
   Maximize content reuse
   Roughly similar to structuring an online help system
     People who’ve developed a lot of help “get” these
      concepts faster
   If you are moving to DITA, it’s part of the trip
     But you don’t have to move to DITA to make use of this
      information development method
     This can be a destination as well as a rest stop
   Topics are small, perhaps ½ to 4 printed pages
     Perhaps smaller
   Only include the information needed to
     Perform one procedure
     Understand one concept
   Topics can be (re)combined
     New products, deliverables, or other ways
   Topics are easier to update
     Easier and cheaper to get approval for updating topics
      from management
     Depending on deliverables, push updated topics to
      your users
Library
                      Adding                                     About
                                                              Programming
                       Users
                                                                                    Objects and
                                               Relating                             Inheritance
                                               Objects                                                   Importing
Placing             Setting
Objects
                                                                                                          Reports
                  Permissions
                                                          Containing             Editing
                                                           Objects               Reports

 Deleting                      Printing                                                                         Setting
                               Reports                                                                         Schedules
  Users                                                                                        About
                                                                       About
                                                                       Objects                Reports
                                            Using
                                          Container
            About                          Objects
          Schedules
                                                                                           About Users
                                                             Customizing
                                                               Objects
                                     Saving
            Creating                 reports
            Reports
                                                                                  Exporting
                                                                                   Objects
                                                         About
                                                      Containment
Library
    Admin Guide         Programmers Guide        Getting Started

• About Users           • About                • About Users
  • Adding Users          Programming          • About Reports
  • Deleting Users      • About Objects        • About
  • Setting               • Placing Objects      Programming
    Permissions         • About                • About Objects
• About Reports           Containment          • About
  • Creating Reports      • Objects and          Containment
  • Editing Reports         Inheritance        • Exporting Objects
  • Saving Reports        • Using Container    • About Schedules
                            Objects
  • Printing Reports
                        • Customizing
  • Importing Reports
                          Objects
                          • Relating Objects
How to mess this up
   Management and other teams need to
    understand why this is better
   This is not going to see an instant and
    dramatic improvement
     Except localization
     Costs may drop immediately
   Schedules may be impacted
   Less content can be scary
   The tools that got you into this mess are
    probably not the tools to get you out
   Asking Techwr-l what they use and buying
    that not the answer
     Doesn’t hurt to ask
   Evaluate what your needs are now and in the
    future
   Work with the vendors closely to make sure
    what you need is what they can do
   The processes for developing, editing, and
    publishing a 200 page manual won’t work
   Developing Topic-based content is different
   Topics “stand alone” on content and/or
    formatting
   Topics are reviewed as they are ready
   Review process must change
     Maybe use a special review product
   New tools + new process = training
   Not training sets projects and people up for
    failure
   Training provides more than how to use the
    product
     Includes best practices for our workflow
     Identifies the changes for our workflow
     Instantiates how we do what we do
   Your legacy content is not going to fit neatly
     It’s at least not well written/structured/organized
   You can’t jump on your horse and ride off in all
    directions
     You need to analyze what you have before you can decide
      what you have
   One manual may not give you the real picture
     Especially if you had a lot of contractors, the legacy
      content has been around a long time, and so on
   This can be very hard
     People want their content to be the exception
     It’s special content, not like other content and needs
      special attention
   Before we can start thinking about moving to
    topic-based authoring
     And gaining the benefits thereof
   We must have good writing standards in place
   Content reuse demands consistent writing
    standards
     The content can appear in many places
     In more than one deliverable
   You may need to localize so why not
    prepare now?
   Because most tools allow you to import and
    slice your legacy content based on headings,
    it can feel like you’re done when you import
   That’s step #1 of x and x is bigger than 2
   Now you need to think about
     Content reuse
     Smaller topics
     Embedded topics (snippets)
     Localization?
   Rewriting existing content is expensive
   You can’t reuse what you can’t find
   Opportunistic reuse
     People remember this content from before
     Maybe they can find it
     Big time sink
   Systematic reuse
     The system knows this content has been written
      previously
     Prompts the writer for reuse
     Tracks reuse and reports it
   Develop information based on the users’
    information needs
     The next logical step in Minimalism
     Matches the Use Case or Scenario dev
     environment
   Minimalism is not writing as little as possible
     It’s developing the information your users actually
      need
     NOT how the database is structured
     How to run a report and print it
   Your legacy content is going to fit neatly in
    content categories
   It won’t take any time to figure this out
   We can do this as we need to
   It’s easy
   We’ll hire an intern to do it
   We can meet deadlines while we
    completely restructure all
    our content
   Single Sourcing: Building Modular Documentation
    by Kurt Ament
     ISBN-10: 0815514913 or ISBN-13: 978-0815514916
   Information Development: Managing Your Documentation
    Projects, Portfolio, and People
    by JoAnn T. Hackos
     ISBN-10: 0471777110 or ISBN-13: 978-0471777113
   User and Task Analysis for Interface Design
    by JoAnn T., PhD Hackos and Janice C. Redish
     ISBN-10: 0471178314 or ISBN-13: 978-0471178316
   Wait a Minute, I Have to Take Off My Bra,
    2011. ISBN-10: 0981333516.
   Anthology of creative non-fiction and poetry
   My first creative non-fiction book publication
   You should by it! Available on Amazon.
   Click here.
Contact me:
 E-mail: Sharon@sharonburton.com
 Twitter: Sharonburton

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10 mistakes companies make when moving to topic-based authoring

  • 1. Sharon Burton E-mail: Sharon@sharonburton.com Tweet: Sharonburton Photo by Rachel Houghton
  • 2.  I’m Sharon Burton â–Ş Content Strategy consultant  Been in the Tech Comm industry for nearly 20 years  STC Associate Fellow  Teach: â–Ş Technical Communication to Engineering students at the University of California, Riverside â–Ş Tech Comm certificate program at UCR Extension â–Ş STC Certificate Courses â–Ş University of Redlands  I knit, crochet, design patterns, write, garden, have a large dog, and am all around just fun
  • 4.  Topic-based authoring is a modular content creation approach (popular in the technical publications and documentation arenas) that supports XML content reuse, content management, and makes the dynamic assembly of personalized information possible.  A topic is a discrete piece of content that is about a specific subject, has an identifiable purpose, and can stand alone (does not need to be presented in context for the end-user to make sense of the content).  Topics are also reusable. They can, when constructed properly (without reliance on other content for its meaning), be reused in any context anywhere needed.  The Darwin Information Typing Architecture (DITA) is a standard designed to help authors create topic-based content. The standard is managed by the Organization for the Advancement of Structured Information Standards (OASIS) DITA Technical Committee. From Wikipedia
  • 5.  Focuses effort on the information your user needs to use the product  Develop a body of information that’s helpful to the user  Maximize content reuse  Roughly similar to structuring an online help system  People who’ve developed a lot of help “get” these concepts faster  If you are moving to DITA, it’s part of the trip  But you don’t have to move to DITA to make use of this information development method  This can be a destination as well as a rest stop
  • 6.  Topics are small, perhaps ½ to 4 printed pages  Perhaps smaller  Only include the information needed to  Perform one procedure  Understand one concept  Topics can be (re)combined  New products, deliverables, or other ways  Topics are easier to update  Easier and cheaper to get approval for updating topics from management  Depending on deliverables, push updated topics to your users
  • 7. Library Adding About Programming Users Objects and Relating Inheritance Objects Importing Placing Setting Objects Reports Permissions Containing Editing Objects Reports Deleting Printing Setting Reports Schedules Users About About Objects Reports Using Container About Objects Schedules About Users Customizing Objects Saving Creating reports Reports Exporting Objects About Containment
  • 8. Library Admin Guide Programmers Guide Getting Started • About Users • About • About Users • Adding Users Programming • About Reports • Deleting Users • About Objects • About • Setting • Placing Objects Programming Permissions • About • About Objects • About Reports Containment • About • Creating Reports • Objects and Containment • Editing Reports Inheritance • Exporting Objects • Saving Reports • Using Container • About Schedules Objects • Printing Reports • Customizing • Importing Reports Objects • Relating Objects
  • 9. How to mess this up
  • 10.  Management and other teams need to understand why this is better  This is not going to see an instant and dramatic improvement  Except localization  Costs may drop immediately  Schedules may be impacted  Less content can be scary
  • 11.  The tools that got you into this mess are probably not the tools to get you out  Asking Techwr-l what they use and buying that not the answer  Doesn’t hurt to ask  Evaluate what your needs are now and in the future  Work with the vendors closely to make sure what you need is what they can do
  • 12.  The processes for developing, editing, and publishing a 200 page manual won’t work  Developing Topic-based content is different  Topics “stand alone” on content and/or formatting  Topics are reviewed as they are ready  Review process must change  Maybe use a special review product
  • 13.  New tools + new process = training  Not training sets projects and people up for failure  Training provides more than how to use the product  Includes best practices for our workflow  Identifies the changes for our workflow  Instantiates how we do what we do
  • 14.  Your legacy content is not going to fit neatly  It’s at least not well written/structured/organized  You can’t jump on your horse and ride off in all directions  You need to analyze what you have before you can decide what you have  One manual may not give you the real picture  Especially if you had a lot of contractors, the legacy content has been around a long time, and so on  This can be very hard  People want their content to be the exception  It’s special content, not like other content and needs special attention
  • 15.  Before we can start thinking about moving to topic-based authoring  And gaining the benefits thereof  We must have good writing standards in place  Content reuse demands consistent writing standards  The content can appear in many places  In more than one deliverable  You may need to localize so why not prepare now?
  • 16.  Because most tools allow you to import and slice your legacy content based on headings, it can feel like you’re done when you import  That’s step #1 of x and x is bigger than 2  Now you need to think about  Content reuse  Smaller topics  Embedded topics (snippets)  Localization?
  • 17.  Rewriting existing content is expensive  You can’t reuse what you can’t find  Opportunistic reuse  People remember this content from before  Maybe they can find it  Big time sink  Systematic reuse  The system knows this content has been written previously  Prompts the writer for reuse  Tracks reuse and reports it
  • 18.  Develop information based on the users’ information needs  The next logical step in Minimalism  Matches the Use Case or Scenario dev environment  Minimalism is not writing as little as possible  It’s developing the information your users actually need  NOT how the database is structured  How to run a report and print it
  • 19.  Your legacy content is going to fit neatly in content categories  It won’t take any time to figure this out  We can do this as we need to  It’s easy  We’ll hire an intern to do it  We can meet deadlines while we completely restructure all our content
  • 20.  Single Sourcing: Building Modular Documentation by Kurt Ament  ISBN-10: 0815514913 or ISBN-13: 978-0815514916  Information Development: Managing Your Documentation Projects, Portfolio, and People by JoAnn T. Hackos  ISBN-10: 0471777110 or ISBN-13: 978-0471777113  User and Task Analysis for Interface Design by JoAnn T., PhD Hackos and Janice C. Redish  ISBN-10: 0471178314 or ISBN-13: 978-0471178316
  • 21.  Wait a Minute, I Have to Take Off My Bra, 2011. ISBN-10: 0981333516.  Anthology of creative non-fiction and poetry  My first creative non-fiction book publication  You should by it! Available on Amazon.  Click here.
  • 22. Contact me: E-mail: Sharon@sharonburton.com Twitter: Sharonburton